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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,151 | $91,179-69.1% | $178,499-84.2% | $79,852-64.7% |
| Participation rate | 29.4% | 69.2%-39.8pp | 81.9%-52.5pp | 69.6%-40.2pp |
| Annual return | 14.50% | 24.19%-9.7pp | 151.10%-136.6pp | 31.72%-17.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,375 | $3,236+4.3% | $5,202-35.1% | $3,740-9.8% |
| Admin fee / account holder | $5,790 | $6,749-14.2% | $13,986-58.6% | $5,306+9.1% |